L&T Business Cycles Fund - Regular Plan - Growth

Category: Equity: Thematic-Others
Launch Date: 20-08-2014
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.55% As on (30-06-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 487.94 Cr As on (30-06-2022)
Turn over: 12.61
NAV as on 08-08-2022

23.46

0.09 (0.4007%)

CAGR Since Inception

11.29%

S&P BSE 500 TRI 11.22%

PERFORMANCE of L&T Business Cycles Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 08-08-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Business Cycles Fund - Regular Plan - Growth 10.01 17.8 8.31 - 11.29
S&P BSE 500 TRI 7.49 12.09 8.28 12.59 11.22
Equity: Thematic-Others 5.85 20.37 10.83 14.33 14.54

Yearly Performance (%)

Nav Movement

Fund Managers

Venugopal Manghat,Alok Ranjan,Cheenu Gupta

Investment Objective

The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.

RETURNS CALCULATOR for L&T Business Cycles Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of L&T Business Cycles Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Business Cycles Fund - Regular Plan - Growth - 0.34 -4.1 1.1 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of L&T Business Cycles Fund - Regular Plan - Growth

Period
Data as on - 08-08-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T Business Cycles Fund - Regular Plan - Growth 20-08-2014 10.01 31.52 17.8 8.31 0.0
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Growth - Regular Plan 07-11-2008 25.02 32.05 16.87 11.4 8.33
UTI-Transpotation and Logistics Fund-Growth Option 01-08-2005 24.8 34.01 23.38 5.77 18.16
ICICI Prudential FMCG Fund - Growth 31-03-1999 24.07 23.47 16.7 12.93 14.63
Quant ESG Equity Fund - Growth Option - Regular Plan 06-11-2020 22.15 0.0 0.0 0.0 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 01-01-2019 20.15 42.18 24.72 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 12.27 0.0 0.0 0.0 0.0
Quant Quantamental Fund - Growth Option - Regular Plan 20-04-2021 11.22 0.0 0.0 0.0 0.0
SBI Equity Minimum Variance Fund - Regular Plan - Growth 02-03-2019 9.8 24.03 19.04 0.0 0.0
Sundaram Services Fund Regular Plan - Growth 21-09-2018 9.47 35.55 24.54 0.0 0.0

PORTFOLIO ANALYSIS of L&T Business Cycles Fund - Regular Plan - Growth

Asset Allocation (%)